Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$791M |
| 2 |
Invitation Homes
INVH
|
+$309M |
| 3 |
Gartner
IT
|
+$248M |
| 4 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$157M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$156M |
Top Sells
| 1 |
Fidelity National Financial
FNF
|
+$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$302M |
| 3 |
DaVita
DVA
|
+$195M |
| 4 |
Crown Castle
CCI
|
+$180M |
| 5 |
Wells Fargo
WFC
|
+$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Dominion Energy
D
$49.5B
| $74.7M | 0.07% |
921,067
+20,160
| +2% | +$1.63M |
|
327
Synopsys
SNPS
$113B
| $74.3M | 0.07% |
872,081
-66,515
| -7% | -$5.67M |
|
328
Magna International
MGA
$13B
| $74.2M | 0.07% |
1,309,994
+207,486
| +19% | +$11.8M |
|
329
American Electric Power
AEP
$57.5B
| $73.4M | 0.07% |
998,086
+20,090
| +2% | +$1.48M |
|
330
Stryker
SYK
$150B
| $73M | 0.07% |
471,447
-561
| -0.1% | -$86.9K |
|
331
Vornado Realty Trust
VNO
$7.81B
| $72.9M | 0.07% |
932,857
-60,496
| -6% | -$4.73M |
|
332
Micron Technology
MU
$147B
| $71.7M | 0.07% |
1,743,986
-338,761
| -16% | -$13.9M |
|
333
Hilton Grand Vacations
HGV
$4.19B
| $71.7M | 0.07% |
1,708,435
-160,670
| -9% | -$6.74M |
|
334
CSX Corp
CSX
$60.5B
| $71.6M | 0.07% |
3,906,585
-109,029
| -3% | -$2M |
|
335
CME Group
CME
$94.6B
| $71.3M | 0.07% |
488,491
+11,340
| +2% | +$1.66M |
|
336
Capital One
COF
$141B
| $71.3M | 0.07% |
715,558
+16,745
| +2% | +$1.67M |
|
337
SITE Centers
SITC
$495M
| $70.7M | 0.07% |
6,122,814
+588,508
| +11% | +$6.79M |
|
338
Jefferies Financial Group
JEF
$13.2B
| $70.4M | 0.06% |
2,968,818
-521,158
| -15% | -$12.4M |
|
339
Ryanair
RYAAY
$31.7B
| $70.1M | 0.06% |
1,681,100
-13,723
| -0.8% | -$572K |
|
340
Ford
F
$46.5B
| $69.8M | 0.06% |
5,590,469
+100,103
| +2% | +$1.25M |
|
341
Southern Company
SO
$99.9B
| $69.2M | 0.06% |
1,439,139
+36,308
| +3% | +$1.75M |
|
|
LHO
342
DELISTED
LaSalle Hotel Properties
LHO
| $68.3M | 0.06% |
2,431,614
-51,456
| -2% | -$1.44M |
|
343
Take-Two Interactive
TTWO
$45.9B
| $67.8M | 0.06% |
617,318
-5,061
| -0.8% | -$556K |
|
344
MKS Inc. Common Stock
MKSI
$7.32B
| $67.1M | 0.06% |
710,081
+140,246
| +25% | +$13.3M |
|
345
Acushnet Holdings
GOLF
$4.54B
| $66.8M | 0.06% |
3,169,858
-315,974
| -9% | -$6.66M |
|
346
Hormel Foods
HRL
$14B
| $66.7M | 0.06% |
1,832,394
+326,889
| +22% | +$11.9M |
|
347
Steel Dynamics
STLD
$19.8B
| $66.6M | 0.06% |
1,543,647
-8,435
| -0.5% | -$364K |
|
348
Encompass Health
EHC
$12.7B
| $66.4M | 0.06% |
1,689,074
+72,881
| +5% | +$2.86M |
|
349
Lam Research
LRCX
$133B
| $66.3M | 0.06% |
3,599,840
-1,373,010
| -28% | -$25.3M |
|
350
Marriott International Class A Common Stock
MAR
$72.8B
| $66.2M | 0.06% |
487,427
+25,368
| +5% | +$3.44M |
|